Summit Wealth Group’s Trade Desk TTD Stock Holding History

Summit Wealth Group’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-20	Closed	-$2K	–	204
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	169
2021 Q1	$1K	Buy	+20	New	+$1.55K	﹤0.01%	174

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Summit Wealth Group's TTD Position: Q3 2021 in Review

Summit Wealth Group sold out of Trade Desk (TTD) in Q3 2021, closing a stake of 20 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in TTD in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 755 funds tracked by Wall St. Rank hold TTD as of Q3 2021.

Summit Wealth Group reported no remaining Trade Desk position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 20 Trade Desk shares in Q3 2021, an estimated $2K.
Summit Wealth Group first reported a position in Trade Desk in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Trade Desk position peaked at $2K in Q2 2021.
755 funds tracked by Wall St. Rank held Trade Desk as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.